IUSG vs. IBID
IUSG (iShares Core S&P U.S. Growth ETF) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - IUSG is a Large Cap Growth Equities fund tracking the S&P 900 Growth Index, while IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index. Both are passively managed. Over the past year, IUSG returned 26.96% vs 3.92% for IBID. At a correlation of -0.02, they often move in opposite directions. IUSG charges 0.04%/yr vs 0.10%/yr for IBID.
Performance
IUSG vs. IBID - Performance Comparison
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Returns By Period
In the year-to-date period, IUSG achieves a 9.19% return, which is significantly higher than IBID's 1.94% return.
IUSG
- 1D
- -2.31%
- 1M
- -1.86%
- YTD
- 9.19%
- 6M
- 7.87%
- 1Y
- 26.96%
- 3Y*
- 25.00%
- 5Y*
- 13.77%
- 10Y*
- 17.77%
IBID
- 1D
- -0.05%
- 1M
- -0.25%
- YTD
- 1.94%
- 6M
- 2.03%
- 1Y
- 3.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUSG vs. IBID - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IUSG iShares Core S&P U.S. Growth ETF | 9.19% | 21.23% | 34.70% | 5.26% |
IBID iShares iBonds Oct 2027 Term TIPS ETF | 1.94% | 5.66% | 4.71% | 2.61% |
Correlation
The correlation between IUSG and IBID is -0.16, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.16 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023 | -0.02 |
The correlation between IUSG and IBID shifts across timeframes, from -0.16 (1 year) to -0.02 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IUSG vs. IBID — Risk / Return Rank
IUSG
IBID
IUSG vs. IBID - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Growth ETF (IUSG) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IUSG | IBID | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.59 | ||
| Sortino ratioReturn per unit of downside risk | -3.19 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.72 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | 2.07 | 7.20 | -5.13 |
| Martin ratioReturn relative to average drawdown | 8.45 | 29.14 | -20.69 |
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Drawdowns
IUSG vs. IBID - Drawdown Comparison
The maximum IUSG drawdown since its inception was -63.41%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for IUSG and IBID.
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Drawdown Indicators
| IUSG | IBID | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.41% | -1.28% | -62.13% |
Max Drawdown (1Y)Largest decline over 1 year | -13.07% | -0.55% | -12.52% |
Max Drawdown (3Y)Largest decline over 3 years | -22.28% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -32.21% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -32.35% | — | — |
Current DrawdownCurrent decline from peak | -5.23% | -0.55% | -4.68% |
Average DrawdownAverage peak-to-trough decline | -21.40% | -0.22% | -21.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 0.13% | +3.07% |
Volatility
IUSG vs. IBID - Volatility Comparison
iShares Core S&P U.S. Growth ETF (IUSG) has a higher volatility of 7.16% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.35%. This indicates that IUSG's price experiences larger fluctuations and is considered to be riskier than IBID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSG | IBID | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 0.35% | +6.81% |
Volatility (6M)Calculated over the trailing 6-month period | 13.66% | 0.86% | +12.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.92% | 1.23% | +15.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.06% | 2.24% | +18.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 2.24% | +18.24% |
IUSG vs. IBID - Expense Ratio Comparison
IUSG has a 0.04% expense ratio, which is lower than IBID's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IUSG vs. IBID - Dividend Comparison
IUSG's dividend yield for the trailing twelve months is around 0.50%, less than IBID's 3.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBID iShares iBonds Oct 2027 Term TIPS ETF | 3.68% | 4.43% | 4.24% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUSG iShares Core S&P U.S. Growth ETF | 0.50% | 0.53% | 0.59% | 1.12% | 1.07% | 0.59% | 0.93% | 1.64% | 1.32% | 1.28% | 1.48% | 1.29% |
Frequently Asked Questions
IUSG and IBID have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IUSG has higher volatility (7.16%) compared to IBID (0.35%). In terms of maximum drawdown, IUSG dropped -63.41% vs IBID's -1.28%.
On 1-year performance, IUSG leads with 26.96% vs 3.92% for IBID. On fees, IUSG is cheaper at 0.04% per year. On volatility, IBID has been the lower-risk option at 0.35%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IUSG has performed better with a 26.96% return vs 3.92%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IUSG is cheaper with a 0.04% expense ratio, compared with 0.10% for IBID.
IBID has the higher dividend yield at 3.68%, compared with 0.50% for IUSG.
IUSG is categorized as Large Cap Growth Equities, while IBID is Inflation-Protected Bonds. IUSG tracks S&P 900 Growth Index, while IBID tracks ICE 2027 Maturity US Inflation-Linked Treasury Index. Their fees differ too: 0.04% for IUSG and 0.10% for IBID.
IBID currently has the higher Sharpe Ratio (3.19 vs 1.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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